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Clear Investment Research’s Costco COST Stock Holding History

Clear Investment Research’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.3K Buy
+69
New +$67.2K 0.11% 94
2025
Q4 		– Sell
-68
Closed -$63.3K – 85
2025
Q3 		$63.3K Sell
68
-8
-11% -$7.67K 0.08% 106
2025
Q2 		$75.5K Buy
76
+21
+38% +$20.9K 0.1% 96
2025
Q1 		$52.2K Hold
55
– – 0.07% 107
2024
Q4 		$50.5K Buy
55
+10
+22% +$9.28K 0.07% 104
2024
Q3 		$39.9K Buy
+45
New +$39.1K 0.05% 115
2024
Q1 		– Sell
-24
Closed -$15.8K – 222
2023
Q4 		$15.8K Buy
+24
New +$14.2K 0.02% 159

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Investment Research's COST Position: Q1 2026 in Review

Clear Investment Research opened a new position in Costco (COST) in Q1 2026: 69 shares worth $68.3K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in COST as recently as Q3 2025.

Clear Investment Research first reported a position in COST in Q4 2023 and has held it in 7 quarters since. The position peaked at $75.5K in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Clear Investment Research held 69 shares of Costco worth $68.3K as of Q1 2026.
  • Costco was a new Clear Investment Research position in Q1 2026.
  • Costco made up 0.11% of Clear Investment Research's portfolio in Q1 2026, its #94 holding.
  • Clear Investment Research first reported a position in Costco in Q4 2023 and has held it in 7 quarters since.
  • Clear Investment Research's Costco position peaked at $75.5K in Q2 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.